Addepar

In Mr Family Office's Wealthtech Wrapped 2025, our Chief Client Officer Janeen A. France shared her vision for where AI will transform the industry in 2026: “It’s about moving from reactive tools to a proactive, intelligence-driven operating model — one that gives investors the ability to act faster, deliver more personalized insights, and spend more time in front of clients.” She also discussed the expanded leadership in private markets and global growth Addepar achieved this year. Read more here: https://lnkd.in/eGRMSaDF

Addepar is honored to be named the Wealth Management Technology Provider in Switzerland of the Year at the 10th Annual Private Banking Awards. This recognition reflects the trust our clients place in us across Switzerland and the broader EMEA region — and our commitment to delivering a data-driven, modern wealth management platform that empowers investment professionals to navigate complexity with confidence. Congratulations to all of this year’s winners, and thank you to our clients for your continued partnership. Read more in Private Banker International here: https://lnkd.in/gctSf8Q2 #PBSwiss2025

How did one 2025 Hackathon team convert 315 data feeds in 3 days, removing bottlenecks and putting a stopper in growing tech debt? And what does that mean for our clients? Read our latest blog to find out → https://bit.ly/4p59mdk

While AI remains top of mind, the human relationships behind client experience remain a key driver of growth and success. Here are five key takeaways from our recent RIA Summit in Napa. Thank you to all who attended this wonderful event!

Addepar’s Chief Client Officer, Janeen A. France, sat down with Michael Thrasher at Modus News to discuss her new role and what’s ahead for our global client community. She emphasized the importance of stronger feedback loops and high-quality data in shaping the next chapter of the client experience — enabling firms to work with more clarity, efficiency and confidence as they adopt AI-driven workflows. Read the feature: https://lnkd.in/gyGAsvD8

AI has the potential to improve a firm's productivity, client experience and operational scale — but only when it's built upon the right foundation. These five executive-level questions help leaders confirm readiness across data, governance, workflows and measurement. Read more: https://bit.ly/48dNwOE

Built with client feedback, the new Contextual Audit Log lets users view transaction edits right in Addepar, without digging through data or relying on support. Now, see transaction change history in an easy, self-serve way. Learn how one hackathon team made it happen → https://bit.ly/44jtmQQ

Thank you to all who joined us for our São Paulo Community Meetup. It was a pleasure connecting with clients and prospects to discuss the future of the platform and how Addepar can help better serve the Brazilian market. In summary: - Addepar is committed to increasing local service coverage — in the short-term via intelligent statements and local market pricing, and in the long-term by building local feeds. - We plan to tailor our solutions for local markets. This may look like: incorporating CDI rate into Analysis & Reporting and Billing, enabling gross up of tax-exempt assets, and introducing multiple pricing sources for greater flexibility when valuing client portfolios/returns. This concludes our Community Meetup series for 2025. Thanks again to all who could join us over the past year, and we hope to see you in the new year!

How do you scale your services without scaling your team? It’s easy with Addepar. Tanja Michiels, founder of the single-person team at Belgium-based firm Bird&Bee, has served as a trusted advisor for over a decade. But relying on manual, Excel-based reporting meant she was spending countless hours managing data, not client relationships. Managing complex client portfolios required technology that enabled growth with maximum efficiency. Tanja switched to Addepar and achieved: - 100% reduction in manual error risk - <1 minute to input a private fund transaction - Reclaimed time to focus on deep-dive strategy and client value Learn how Tanja handles complex wealth management as a one-person firm: https://bit.ly/449t27c

Emails are a critical touchpoint used daily by our clients and their clients alike — but they’re also a potential weak link in security. 46% of successful cyberattacks on finance companies happen through phishing. One hackathon team recognized the risk and sought to modernize the experience. Read how they turned an outdated template into a seamless extension of Addepar’s Client Portal, helping advisors imbue trust and improve clarity with a cohesive, instantly recognizable design system → https://bit.ly/49y5rAI